Plan Snapshot
- Plan Sponsor: Relevate LLC
- Sponsor EIN: 823053345
- Sponsor Address: 3133 W FRYE RD., CHANDLER, AZ, 85226
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $1.4M | $17,258 | $20,626 |
| 2023 | 7 | $1.2M | $22,899 | $44,711 |
| 2022 | 8 | $953,153 | $26,580 | $29,869 |